Ohalo

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• bullish assessment Unattributed

  So the cost and efficiency of creating these crops is going to go down tenfold or something if you succeed.

• bullish fact_claim David Friedberg

  today they're putting about two and a half tons per acre of leftover potatoes on the ground in order to grow 25 tons of potato. And with our system, you can put less than 10 grams of little tiny seed to replace that two and a half tons of potato. And it cuts out all the chemistry that's used, all the fumigants, all of the fungicides, all of the insecticides that are sprayed, that are toxic on the environment, on the potatoes that end up in our food supply deals, those all would go away by just u

• bullish fact_claim David Friedberg

  And then in many crops that we work in, we're making seed for the first time, many crops, people don't realize this are not farmed by planting seed in the ground. They're farmed vegetatively. So you actually chop up leftover potatoes and put them back in the ground in order to grow potatoes... And so our system actually allows us to make seed and potato.

• bullish assessment David Friedberg

  At the end of the day, the work we're doing at Ohalo is just trying to improve the yield and the disease resistance and the drought resistance, climate adaptation of the plants, make them more sustainable.

• bullish prediction David Friedberg

  You take the whole genome of all those plants, and based on data, you know, about how those plants look and perform. The software would predict the series of crosses to make the specific plant that they ended up with. And you would do it all like right away. That's extraordinary. Because you're basically able to read all that software and understand what combination of genes or one way to think about is what sub programs are you putting together to make the plant that's going to have this kind o

• bullish assessment David Friedberg

  we moved to greenhouses, now we're moving to lab, what we're calling in vitro breeding, where we actually accelerate breeding even more by doing the whole cycle in a petri dish, for example. It's really incredible. So now the predictability and the speed has gone significantly higher.

• bullish fact_claim David Friedberg

  we're using tools like whole genome sequencing and these AI models to make more complicated predictions, not just about the plants, but also the crosses I want to make between two plants and the combination of genes that the AI is saying will unlock this particular feature and doing it more quickly.

• bullish assessment David Friedberg

  that's a lot of the technology that we've developed and work on at Ohalo is trying to accelerate both the predictive power and the turnaround cycles in plant breeding, which unlocks a much more tremendous improvement in yield across many, many different crops.

• bullish fact_claim David Friedberg

  We use it in production at Ohala. So we actually use it to look at the plants in our breeding system. We feed the whole DNA sequence of every plant in, and that model will tell us, hey, these genes are dysfunctional or may have issues, and that gives us a score for that plant before we've even phenotyped that plant.

• bullish endorsement Unattributed

  this is, I think, very, very smart.

• bullish assessment David Friedberg

  I'm doing kind of a full day away and we're going to go through actually systematizing how we are going to work with individuals in the organization to try and make the organization more AI first. What are we going to ask of people? How are we going to demand outputs from them?

• bullish assessment David Friedberg

  I really like this idea of challenging people when they ask for headcount about why they can't use AI to do the things that they are asking for the individual to do. That I think needs to be built in culturally into organizations to help managers, help leaders, and even help individuals figure out, hey, wait a second, I never thought about using AI to solve this problem, like designing a greenhouse or, you know, designing a new lab layout or things like that.

• bullish fact_claim David Friedberg

  every employee at the company came and we did a sit down, taught him how to use cursor and then said, pick a business problem that you're dealing with at work, whether you work in the lab or whether you work in the greenhouse or whether you work at a desk and come up with an app, a web app, and then you're going to create and deploy that web app by tonight.

• bullish assessment Jason Calacanis

  You had like two or three really good ones come out of the studio, and Ohalo was the one that objectively you felt most passion towards personally and that had the best future chance.

• bullish endorsement David Friedberg

  It was so important when we had these breakthroughs. I said, we can't mess this up. I'm really committed to making sure this company succeeds. I have to make sure it reaches its potential. So I stepped in in November of 23 as the full-time CEO.

• bullish assessment David Friedberg

  Ohalo is just a very special company that had these very important breakthroughs where we changed how plants can be used for plant breeding using CRISPR-type tools. So that's created a new system for plant breeding, unlocks tremendous yield potential, which is the key driver for agriculture, and unlocks the ability to make seed in crops where you can't make seed. And so the general kind of storyline is this becomes a huge game changer for the entire key of agriculture.

• bullish endorsement Unattributed

  they taste different oh no they're awesome yeah they're they're potatoes

• bullish prediction David Friedberg

  with our system not only can we make potatoes higher yielding and make them disease resistant what we also make is perfect seed so farmers can now plant seed in the ground which saves them about 20 of revenue takes out all the disease risk and makes things much more affordable and easier to manage for farmers so it creates entirely new seed industries

• bullish prediction David Friedberg

  fertilizer use per pound produced should go down significantly

• bullish fact_claim David Friedberg

  is it more expensive no it's it's actually cheaper so higher yield lower cost

• bullish prediction David Friedberg

  we're going to be applying this boosted technology that we've discovered across nearly every major crop worldwide it'll both increase yield but it will also have a massive impact on the ability to actually deliver seed and help farmers and make food prices lower

• bullish fact_claim David Friedberg

  the boosted offspring had 682 grams of potato the yield gain was insane

• bullish fact_claim David Friedberg

  the data is ridiculous like the yield on some of these plants goes up by 50 to 100 percent or more just to give you a sense like in the corn seed industry breeders that are breeding corn are spending three billion dollars a year on breeding and they're getting maybe one and a half percent yield gain per year with our system we are seeing 50 to 100 percent jump in the size of these plants it's pretty incredible

• bullish prediction David Friedberg

  if we could do that then all the genes from the mother and all the genes from the father would combine in the offspring rather than just half the genes from the mother and half the genes from the father and this would radically transform crop yield and improve the health and the size of the plants which could have a huge impact on agriculture because yield the size of the plants ultimately drives productivity per acre revenue for farmers cost of food calorie production sustainability etc

• bullish fact_claim David Friedberg

  we're going to be announcing what ohalo has been developing for the past five years and has had an incredible breakthrough in which is basically a new technology in agriculture and we call it boosted breeding

• bullish fact_claim David Friedberg

  I appreciate BS. There's a lot going on. We're very busy. I actually had a really cool test tube here that we had a customer visit today. I'll go find it. The world's first true potato seed. And we are ramping up production. A lot going on. It's pretty exciting.

• bullish assessment David Friedberg

  we had this amazing outcome, series of outcomes at a hollow. And it was a research project for several years. We put close to $40 million into this project before these results started to come in. And I'm like, holy sh**, this is the game-changing business of my career. This is the power law. And that's when I made the decision, I'm going to go all in on this and I'm going to run it as CEO.

1. 2028-02-15 You take the whole genome of all those plants, and based on data, you know, about how those plants look and perform. The software would predict the series of crosses to make the specific plant that they ended up with. And you would do it all like right away. That's extraordinary. Because you're basically able to read all that software and understand what combination of genes or one way to think about is what sub programs are you putting together to make the plant that's going to have this kind o · Prediction · pending
2. 2028-01-22 if we could do that then all the genes from the mother and all the genes from the father would combine in the offspring rather than just half the genes from the mother and half the genes from the father and this would radically transform crop yield and improve the health and the size of the plants which could have a huge impact on agriculture because yield the size of the plants ultimately drives productivity per acre revenue for farmers cost of food calorie production sustainability etc · Prediction · pending
3. 2028-01-22 we're going to be applying this boosted technology that we've discovered across nearly every major crop worldwide it'll both increase yield but it will also have a massive impact on the ability to actually deliver seed and help farmers and make food prices lower · Prediction · pending
4. 2028-01-22 fertilizer use per pound produced should go down significantly · Prediction · pending
5. 2028-01-22 with our system not only can we make potatoes higher yielding and make them disease resistant what we also make is perfect seed so farmers can now plant seed in the ground which saves them about 20 of revenue takes out all the disease risk and makes things much more affordable and easier to manage for farmers so it creates entirely new seed industries · Prediction · pending

VentureSignalScore 34.8/100 for ohalo, composed from 1 of 4 components (index v0 cross-signal), discounted ×0.79 for 30% signal coverage